Org Partners LLC Incresed Positions in Q1 2025

Org Partners LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
1.03K
+ 37.08%
$201.62 - $250.59 $207K - $257K
3.8K $778K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.16K
+ 106.62%
$42.36 - $43.8 $134K - $138K
6.12K $265K
SPYG
Spdr Portfolio

ETFs
1.93K
+ 65.12%
$80.05 - $92.39 $155K - $178K
4.9K $393K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
4.5K
+ 300.0%
$27.95 - $30.87 $126K - $139K
6K $169K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.14K
+ 128.04%
$114.9 - $139.6 $131K - $159K
2.03K $237K
XLP
Consumer Staples Sector Spdr

ETFs
1.66K
+ 24.08%
N/A
8.53K $648K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.52K
+ 2205.8%
$77.7 - $78.94 $118K - $120K
1.59K $125K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
2.66K
+ 148.44%
$42.64 - $44.05 $114K - $117K
4.46K $195K
LNG
Cheniere Energy, Inc.

Energy
494
+ 1976.0%
$209.32 - $253.66 $103K - $125K
519 $120K
VGT
Vanguard Information Technolog

ETFs
235
+ 139.88%
$542.38 - $646.34 $127K - $152K
403 $218K
ED
Consolidated Edison Inc

Utilities
776
+ 81.94%
$88.0 - $110.59 $68.3K - $85.8K
1.72K $190K
VTV
Vanguard Value ETF

ETFs
500
+ 10.6%
$167.73 - $179.21 $83.9K - $89.6K
5.22K $901K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.71K
+ 12.34%
$96.88 - $111.25 $166K - $191K
15.6K $1.56M
DECK
Deckers Outdoor Corp

Consumer Cyclical
950
+ 1583.33%
$111.56 - $223.11 $106K - $212K
1.01K $112K
T
At&T Inc.

Communication Services
760
+ 5.93%
$21.56 - $28.28 $16.4K - $21.5K
13.6K $384K
MKC
Mccormick & CO Inc

Consumer Defensive
1.01K
+ 337.0%
$71.24 - $84.73 $72K - $85.7K
1.31K $107K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.91K
+ 242.13%
$46.12 - $52.9 $88K - $101K
2.7K $125K
HOOD
Robinhood Markets, Inc.

Technology
1.99K
+ 5383.78%
$35.63 - $65.28 $71K - $130K
2.03K $84K
CI
Cigna Corp

Healthcare
10
+ 0.67%
$274.49 - $329.0 $2.74K - $3.29K
1.51K $497K
IVE
Ishares S&P 500 Value ETF

ETFs
429
+ 72.71%
$185.78 - $198.58 $79.7K - $85.2K
1.02K $194K
XLE
Energy Sector Spdr

ETFs
730
+ 44.43%
$85.7 - $93.96 $62.6K - $68.6K
2.37K $221K
O
Realty Income Corp

Real Estate
1.24K
+ 67.16%
$51.67 - $58.49 $63.9K - $72.4K
3.08K $178K
AMCR
Amcor PLC

Consumer Cyclical
8.25K
+ 1623.62%
$9.33 - $10.39 $77K - $85.7K
8.76K $84K
BA
Boeing CO

Industrials
488
+ 119.9%
$148.15 - $186.25 $72.3K - $90.9K
895 $152K
ERIE
Erie Indemnity CO

Financial Services
189
+ 210.0%
$377.62 - $450.61 $71.4K - $85.2K
279 $116K
ADP
Automatic Data Processing Inc

Industrials
225
+ 27.99%
$286.85 - $318.64 $64.5K - $71.7K
1.03K $314K
CAH
Cardinal Health Inc

Healthcare
346
+ 22.24%
$118.02 - $137.77 $40.8K - $47.7K
1.9K $262K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
1.86K
+ 4.36%
$30.14 - $32.16 $55.9K - $59.7K
44.4K $1.37M
XLI
Industrial Sector Spdr

ETFs
514
+ 36.71%
$128.78 - $141.67 $66.2K - $72.8K
1.91K $250K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
111
+ 108.82%
$402.49 - $513.76 $44.7K - $57K
213 $103K
IAU
Ishares Gold Trust

ETFs
387
+ 9.81%
$49.74 - $58.96 $19.2K - $22.8K
4.33K $255K
HTGC
Hercules Capital, Inc.

Financial Services
3.18K
+ 37.1%
$18.01 - $22.0 $57.3K - $70K
11.8K $225K
GE
General Electric CO

Industrials
33
+ 2.48%
$168.59 - $212.13 $5.56K - $7K
1.36K $273K
C
Citigroup Inc

Financial Services
728
+ 228.21%
$67.23 - $84.63 $48.9K - $61.6K
1.05K $74K
AJG
Arthur J. Gallagher & Co.

Financial Services
142
+ 507.14%
$275.89 - $345.24 $39.2K - $49K
170 $58K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
978
+ 147.29%
N/A
1.64K $79K
NEE
Nextera Energy Inc

Utilities
684
+ 20.25%
$66.96 - $76.16 $45.8K - $52.1K
4.06K $287K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.49K
+ 4.1%
$26.64 - $27.14 $39.8K - $40.5K
37.9K $1.02M
XLF
Financial Sector Spdr

ETFs
825
+ 86.21%
$47.32 - $52.19 $39K - $43.1K
1.78K $88K
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 48.57%
$1739.0 - $2260.0 $29.6K - $38.4K
52 $101K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
285
+ 950.0%
$80.53 - $147.57 $23K - $42.1K
315 $41K
BCE
Bce Inc

Communication Services
1.7K
+ 77.19%
$22.14 - $25.18 $37.5K - $42.7K
3.89K $89K
DASH
Door Dash, Inc.

Communication Services
202
+ 404.0%
$168.37 - $213.38 $34K - $43.1K
252 $46K
HIG
Hartford Financial Services Group, Inc.

Financial Services
200
+ 22.22%
$106.31 - $123.73 $21.3K - $24.7K
1.1K $136K
TTE
Total Energies Se

Energy
536
+ 15.48%
N/A
4K $274K
NET
Cloudflare, Inc.

Technology
323
+ 264.75%
$110.71 - $176.5 $35.8K - $57K
445 $50K
MCK
Mckesson Corp

Healthcare
12
+ 4.3%
$566.21 - $672.99 $6.79K - $8.08K
291 $195K
SO
Southern CO

Utilities
152
+ 7.07%
$80.96 - $92.96 $12.3K - $14.1K
2.3K $211K
SBUX
Starbucks Corp

Consumer Cyclical
225
+ 12.07%
$91.75 - $115.81 $20.6K - $26.1K
2.09K $204K
Activity Summary
Buys All Purchases 679 New Holdings 393 Increased Positions 286 Sells All Sells 423 Reductions 421 Sold out 2 Options Calls 0 Puts 0
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